Contract Management Training

Videos for end users/UT departments:

• Overview videos
  • Overview of Contract Management System and User Homepage
  • Setting a backup person (for UT employees who serve as a contract approver) 
  • Checking your contract’s workflow status

• Submitting a contract or an amendment:
  • Submit a contract
  • Submit an amendment

• Searching videos
  • Overview of Searching, the Copy Feature, and Amendments 
  • Advanced Searching
    • Part 1 
    • Part 2
    • Part 3
  • Exporting Search Results

Files:

• Step-by-step instructions

Videos for Campus Contract Offices:

• Basic Functions
  • Introduction
  • Overview of inboxes
  • Delegated Decision/Gatekeeper stage
  • Deleting an attachment/document
  • Approval Notes (important info about the approval notes field)
  • Encumbrances/Active PO Contract status

• Searching videos
  • Overview of Searching, the Copy Feature, and Amendments 
  • Advanced Searching
    • Part 1 
    • Part 2
    • Part 3
  • Exporting Search Results

Files:

• Step-by-step instructions